610 lines
31 KiB
HTML
610 lines
31 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN">
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>AI芯片产业动态报告</title>
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.stock-table tr:hover {
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</head>
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<body class="min-h-screen p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-3xl md:text-4xl font-bold mb-4 gradient-text">AI芯片产业动态报告</h1>
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<p class="text-slate-400 max-w-3xl mx-auto">政策倒逼+技术突破双轮驱动下，国产AI芯片的渗透率拐点已至</p>
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</div>
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<!-- 概念事件 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-calendar-alt mr-2 text-blue-500"></i>
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概念事件
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-blue-400">背景与催化事件</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong class="text-purple-400">2024年11月</strong>：美国议员问询五家设备巨头（AMAT、LAM、KLA、ASML、TEL），加剧对华半导体设备出口限制，倒逼国产替代加速。</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong class="text-purple-400">2025年3月</strong>：苏州、深圳、河南等地密集出台政策，<strong class="text-green-400">明确2025-2027年AI芯片国产化目标</strong>（如苏州提出"35万标准机架、120EFLOPS算力"）。</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong class="text-purple-400">2025年5月</strong>：美国取消拜登政府AI芯片三级出口管制框架，但AMD CEO苏姿丰称"中国仍是巨大机遇"，政策博弈持续。</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong class="text-purple-400">技术突破</strong>：DeepSeek-V3/R1模型通过<strong class="text-green-400">MoE架构+FP8混合精度</strong>将训练成本降至<strong class="text-yellow-400">557万美元</strong>（仅为GPT-4的5%），推动国产芯片适配需求。</span>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-400">时间轴</h3>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold text-purple-400">2024年10月</p>
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<p class="text-slate-300">美国限制H20芯片出口，国产替代窗口打开</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold text-purple-400">2024年12月</p>
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<p class="text-slate-300">日本推出650亿美元芯片/AI补贴计划，全球竞争白热化</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot pulse"></div>
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<div class="ml-4">
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<p class="font-semibold text-purple-400">2025年2月</p>
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<p class="text-slate-300">中昊芯英7nm推理芯片量产（良率98%），绑定DeepSeek生态</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot pulse"></div>
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<div class="ml-4">
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<p class="font-semibold text-purple-400">2025年3月</p>
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<p class="text-slate-300">苏州/深圳政策：要求智算中心国产芯片占比超50%，推动并购整合</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold text-purple-400">2025年5月</p>
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<p class="text-slate-300">美国放松管制但保留审查，AMD称"中国需求不可替代"</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-2 text-yellow-500"></i>
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核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 p-4 rounded-lg border border-blue-500/30">
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<p class="text-lg font-semibold text-blue-400 mb-2">阶段判断</p>
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<p class="text-slate-300">AI芯片产业处于<strong class="text-green-400">"政策倒逼+技术突破"双轮驱动的黄金窗口期</strong>，国产替代从"主题炒作"转向<strong class="text-yellow-400">订单兑现阶段</strong>。</p>
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</div>
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<div class="bg-gradient-to-r from-purple-900/30 to-pink-900/30 p-4 rounded-lg border border-purple-500/30">
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<p class="text-lg font-semibold text-purple-400 mb-2">核心驱动力</p>
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<p class="text-slate-300">美国出口管制持续收紧（H20限制+设备禁运），叠加国内大模型降本（DeepSeek成本仅为GPT-4的5%），<strong class="text-green-400">国产7nm以下推理芯片迎来渗透率拐点</strong>。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-brain mr-2 text-purple-500"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-purple-400">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="text-blue-500 text-2xl mb-2">
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<i class="fas fa-gavel"></i>
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</div>
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<p class="font-semibold text-blue-400 mb-2">政策刚性</p>
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<p class="text-sm text-slate-300">美国2025年新管制将<strong class="text-yellow-400">18个盟友外国家纳入限制范围</strong>，直接卡死英伟达H20对华出口，<strong class="text-green-400">2025年国产芯片替代空间达40%</strong>（2024年仅30%）。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="text-green-500 text-2xl mb-2">
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<i class="fas fa-microchip"></i>
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</div>
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<p class="font-semibold text-green-400 mb-2">技术降本</p>
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<p class="text-sm text-slate-300">DeepSeek通过<strong class="text-yellow-400">MoE+FP8</strong>将推理成本降至<strong class="text-green-400">0.013元/千tokens</strong>（GPT-4的5%），<strong class="text-green-400">推动中小客户转向国产芯片</strong>（如中昊芯英7nm芯片成本仅为H20的1/3）。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="text-purple-500 text-2xl mb-2">
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<i class="fas fa-chart-line"></i>
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</div>
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<p class="font-semibold text-purple-400 mb-2">需求爆发</p>
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<p class="text-sm text-slate-300">2025年中国AI服务器市场规模<strong class="text-yellow-400">259亿美元</strong>（同比+36%），其中<strong class="text-green-400">推理占比73%</strong>（IDC数据），国产推理芯片需求确定性最强。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-purple-400">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<p class="font-semibold text-blue-400 mb-2">研报密度</p>
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<p class="text-slate-300">2025年Q1涉及AI芯片的研报<strong class="text-yellow-400">超50篇</strong>（2024年同期仅12篇），<strong class="text-green-400">寒武纪/海光信息被提及频次提升3倍</strong>。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<p class="font-semibold text-blue-400 mb-2">情绪分歧</p>
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<p class="text-slate-300">路演显示<strong class="text-yellow-400">渠道商认为H20仍可正常销售</strong>（与官方文件矛盾），反映市场对<strong class="text-green-400">政策执行力度存在预期差</strong>。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-purple-400">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4 text-blue-400">市场共识</th>
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<th class="text-left py-3 px-4 text-green-400">被忽略的关键点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4 text-slate-300">"国产芯片性能落后"</td>
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<td class="py-3 px-4 text-slate-300"><strong class="text-yellow-400">华为昇腾910C性能已达H100的80%</strong>（FP16算力780TFLOPS），且<strong class="text-green-400">CloudMatrix 384超节点已商用</strong></td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4 text-slate-300">"生态是最大短板"</td>
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<td class="py-3 px-4 text-slate-300"><strong class="text-yellow-400">海光DTK平台兼容CUDA</strong>（ROCm封装），<strong class="text-green-400">迁移成本低于预期</strong>（百度已验证）</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-slate-300">"7nm产能不足"</td>
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<td class="py-3 px-4 text-slate-300"><strong class="text-yellow-400">中芯国际N+2工艺良率超90%</strong>（华为昇腾910B量产验证），<strong class="text-green-400">2025年产能规划翻倍</strong></td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-rocket mr-2 text-red-500"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-red-400">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-red-500">
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<p class="font-semibold text-red-400 mb-2">1. 政策落地</p>
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<p class="text-slate-300">2025年6月美国对华AI芯片<strong class="text-yellow-400">新一轮管制清单</strong>（可能纳入更多国产替代标的）。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-orange-500">
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<p class="font-semibold text-orange-400 mb-2">2. 订单验证</p>
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<ul class="space-y-2 text-slate-300 ml-4">
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<li>• <strong class="text-yellow-400">字节跳动追加32万张H20订单</strong>（已交付15万张），<strong class="text-green-400">若转向国产芯片将直接催化寒武纪/海光信息</strong>。</li>
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<li>• <strong class="text-yellow-400">中国移动2025年AI服务器集采</strong>（预计7月启动），<strong class="text-green-400">国产芯片份额或从67%提升至80%</strong>。</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-yellow-500">
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<p class="font-semibold text-yellow-400 mb-2">3. 技术里程碑</p>
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<p class="text-slate-300"><strong class="text-yellow-400">寒武纪思元590量产</strong>（2025年Q2），<strong class="text-green-400">性能对标A100且功耗降低30%</strong>。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-green-400">长期路径（2025-2027）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800/50 p-4 rounded-lg text-center">
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<div class="text-3xl text-green-500 mb-2">2025</div>
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<p class="text-slate-300">国产芯片在<strong class="text-yellow-400">推理场景</strong>渗透率突破50%（当前30%）</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg text-center">
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<div class="text-3xl text-blue-500 mb-2">2026</div>
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<p class="text-slate-300"><strong class="text-yellow-400">Chiplet+先进封装</strong>（通富微电CoWoS量产）解决7nm产能瓶颈</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg text-center">
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<div class="text-3xl text-purple-500 mb-2">2027</div>
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<p class="text-slate-300"><strong class="text-yellow-400">端侧AI芯片</strong>（AI眼镜/PC）成为新增长极，<strong class="text-green-400">市场规模超百亿元</strong></p>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-sitemap mr-2 text-indigo-500"></i>
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产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-indigo-400">产业链图谱</h3>
|
||
<div class="bg-slate-800/50 p-6 rounded-lg">
|
||
<div class="flex flex-col md:flex-row justify-between items-center space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="bg-blue-900/50 text-blue-400 px-4 py-2 rounded-lg mb-2">上游</div>
|
||
<p class="text-sm text-slate-300">设备/材料<br>（中芯国际N+2工艺、通富微电CoWoS）</p>
|
||
</div>
|
||
<div class="text-2xl text-slate-500">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-purple-900/50 text-purple-400 px-4 py-2 rounded-lg mb-2">中游</div>
|
||
<p class="text-sm text-slate-300">芯片设计<br>（华为昇腾、寒武纪、海光信息）</p>
|
||
</div>
|
||
<div class="text-2xl text-slate-500">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-green-900/50 text-green-400 px-4 py-2 rounded-lg mb-2">下游</div>
|
||
<p class="text-sm text-slate-300">应用<br>（字节跳动、中国移动智算中心）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-indigo-400">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-blue-400">公司</th>
|
||
<th class="text-left py-3 px-4 text-purple-400">技术路线</th>
|
||
<th class="text-left py-3 px-4 text-green-400">订单进展</th>
|
||
<th class="text-left py-3 px-4 text-red-400">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold text-yellow-400">寒武纪</td>
|
||
<td class="py-3 px-4 text-slate-300">云端训练+推理</td>
|
||
<td class="py-3 px-4 text-slate-300"><strong class="text-green-400">思元590已适配DeepSeek</strong>（20万片订单）</td>
|
||
<td class="py-3 px-4 text-slate-300">客户集中度高（字节占60%）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold text-yellow-400">海光信息</td>
|
||
<td class="py-3 px-4 text-slate-300">类CUDA生态</td>
|
||
<td class="py-3 px-4 text-slate-300"><strong class="text-green-400">百度万卡集群已部署深算三号</strong></td>
|
||
<td class="py-3 px-4 text-slate-300">依赖AMD授权</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold text-yellow-400">华为昇腾</td>
|
||
<td class="py-3 px-4 text-slate-300">全栈自研</td>
|
||
<td class="py-3 px-4 text-slate-300"><strong class="text-green-400">CloudMatrix 384超节点商用</strong></td>
|
||
<td class="py-3 px-4 text-slate-300">受美国制裁影响供应链</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-yellow-400">通富微电</td>
|
||
<td class="py-3 px-4 text-slate-300">CoWoS封装</td>
|
||
<td class="py-3 px-4 text-slate-300"><strong class="text-green-400">承接寒武纪/海光3D封装订单</strong></td>
|
||
<td class="py-3 px-4 text-slate-300">AMD主业占比过高（50%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-2 text-amber-500"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-amber-500">
|
||
<p class="font-semibold text-amber-400 mb-2">技术风险</p>
|
||
<p class="text-slate-300"><strong class="text-yellow-400">7nm以下工艺良率</strong>：中芯国际N+2工艺虽量产，但<strong class="text-red-400">HBM3内存仍需外购</strong>（SK海力士垄断）。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-orange-500">
|
||
<p class="font-semibold text-orange-400 mb-2">商业化风险</p>
|
||
<p class="text-slate-300"><strong class="text-yellow-400">成本倒挂</strong>：国产芯片单价虽低（6万元 vs H20的20万元），但<strong class="text-red-400">集群部署TCO仍高30%</strong>（功耗/散热成本）。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<p class="font-semibold text-red-400 mb-2">政策风险</p>
|
||
<p class="text-slate-300"><strong class="text-yellow-400">美国"长臂管辖"</strong>：若扩大至<strong class="text-red-400">EDA工具禁运</strong>（Synopsys/Cadence），国产设计工具<strong class="text-red-400">成熟度不足</strong>（验证周期延长6-12个月）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-trophy mr-2 text-yellow-500"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-gradient-to-r from-yellow-900/30 to-amber-900/30 p-6 rounded-lg border border-yellow-500/30">
|
||
<p class="font-semibold text-yellow-400 mb-2">阶段判断</p>
|
||
<p class="text-lg text-slate-300">产业从<strong class="text-yellow-400">"政策主题"</strong>进入<strong class="text-green-400">"订单兑现"</strong>阶段，<strong class="text-purple-400">2025年Q2-Q3为关键验证期</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">最具价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<p class="font-semibold text-blue-400 mb-2">推理芯片（寒武纪思元590）</p>
|
||
<p class="text-slate-300"><strong class="text-green-400">需求确定性最强</strong>（2025年推理占比73%）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<p class="font-semibold text-purple-400 mb-2">先进封装（通富微电）</p>
|
||
<p class="text-slate-300"><strong class="text-green-400">技术壁垒高+国产替代唯一性</strong>（CoWoS产能缺口50%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<div class="w-2 h-2 bg-blue-500 rounded-full mr-3"></div>
|
||
<p class="text-slate-300"><strong class="text-yellow-400">字节跳动国产芯片采购量</strong>（当前15万张 vs 目标32万张）</p>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-2 h-2 bg-purple-500 rounded-full mr-3"></div>
|
||
<p class="text-slate-300"><strong class="text-yellow-400">中国移动集采国产份额</strong>（2025年7月招标）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg border border-blue-500/30">
|
||
<p class="text-center text-lg font-semibold gradient-text">"政策卡脖子+技术降本"双轮驱动下，国产AI芯片的渗透率拐点已至，但需紧盯订单落地与工艺良率两大核心变量。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-chart-line mr-2 text-green-500"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div id="stockData" class="space-y-8">
|
||
<!-- 股票数据将通过JavaScript动态生成 -->
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 股票数据
|
||
const stockData = [
|
||
{
|
||
'AI算力芯片（240610）': [
|
||
{'stock': '景嘉微', '行业': 'GPU', '项目': '国产GPU龙头', 'reason': '自主研发GPU芯片，国产GPU领域领先企业'},
|
||
{'stock': '寒武纪', '行业': 'GPU', '项目': '领先AI芯片设计公司', 'reason': '专注于AI芯片设计，GPU领域技术领先'},
|
||
{'stock': '海光信息', '行业': 'GPU', '项目': '国产CPU+GPU龙头', 'reason': '自主研发CPU和GPU芯片，国产化核心企业'},
|
||
{'stock': '龙芯中科', '行业': 'GPU', '项目': '自主研发GPU', 'reason': '自主研发GPU技术，国产芯片重要参与者'},
|
||
{'stock': '紫光国微', '行业': 'FPGA', '项目': '已突破FPGA高制程技术', 'reason': '在FPGA高制程技术领域取得突破性进展'},
|
||
{'stock': '复旦微电', '行业': 'FPGA', '项目': '国产FPGA头部厂商', 'reason': '国内FPGA芯片研发和生产的头部企业'},
|
||
{'stock': '安路科技', '行业': 'FPGA', '项目': '国内民用FPGA', 'reason': '专注于民用FPGA芯片的研发和应用'},
|
||
{'stock': '寒武纪', '行业': 'ASIC', '项目': '思元芯片', 'reason': 'ASIC芯片领域代表产品为思元系列芯片'},
|
||
{'stock': '澜起科技', '行业': 'ASIC', '项目': '计算类芯片集成', 'reason': '专注于计算类芯片集成技术，ASIC领域重要企业'},
|
||
{'stock': '紫光股份', '行业': 'ASIC', '项目': '自研芯片', 'reason': '自主研发ASIC芯片，推动国产化替代'},
|
||
{'stock': '华为海思', '行业': 'ASIC', '项目': '自研芯片', 'reason': '华为旗下芯片设计公司，自主研发ASIC芯片'}
|
||
]
|
||
},
|
||
{
|
||
'半导体产业链（240610）': [
|
||
{'stock': '立昂微', '行业': '半导体材料', '项目': '硅片', '分类': '上游', 'reason': '半导体硅片制造'},
|
||
{'stock': '沪硅产业', '行业': '半导体材料', '项目': '硅片', '分类': '上游', 'reason': '半导体硅片生产'},
|
||
{'stock': 'TCL中环', '行业': '半导体材料', '项目': '硅片', '分类': '上游', 'reason': '半导体硅片制造'},
|
||
{'stock': '晶盛机电', '行业': '半导体设备', '项目': '单晶炉', '分类': '上游', 'reason': '半导体单晶炉设备制造'},
|
||
{'stock': '北方华创', '行业': '半导体设备', '项目': '清洗设备/氧化炉/PVD/刻蚀设备', '分类': '上游', 'reason': '半导体设备全产业链覆盖'},
|
||
{'stock': '中芯国际', '行业': '芯片设计制造', '项目': '晶圆制造', '分类': '中游', 'reason': '国内领先晶圆代工厂'},
|
||
{'stock': '韦尔股份', '行业': '芯片设计', '项目': '图像传感器', '分类': '中游', 'reason': 'CIS芯片设计龙头'},
|
||
{'stock': '华为', '行业': '终端应用', '项目': '消费电子', '分类': '下游', 'reason': '智能手机/5G设备制造商'}
|
||
]
|
||
}
|
||
];
|
||
|
||
// 字段映射表，用于显示中文标题
|
||
const fieldMappings = {
|
||
'stock': '股票名称',
|
||
'行业': '行业',
|
||
'项目': '项目',
|
||
'reason': '投资逻辑',
|
||
'分类': '产业链位置'
|
||
};
|
||
|
||
// 渲染股票数据
|
||
function renderStockData() {
|
||
const container = document.getElementById('stockData');
|
||
container.innerHTML = ''; // 清空现有内容
|
||
|
||
try {
|
||
stockData.forEach((category, categoryIndex) => {
|
||
const categoryName = Object.keys(category)[0];
|
||
const stocks = category[categoryName];
|
||
|
||
// 创建类别容器
|
||
const categoryDiv = document.createElement('div');
|
||
categoryDiv.className = 'mb-8';
|
||
|
||
// 创建类别标题
|
||
const categoryTitle = document.createElement('h3');
|
||
categoryTitle.className = 'text-lg font-semibold mb-4 text-blue-400 flex items-center';
|
||
categoryTitle.innerHTML = `<i class="fas fa-table mr-2"></i>${categoryName}`;
|
||
categoryDiv.appendChild(categoryTitle);
|
||
|
||
// 创建表格容器
|
||
const tableContainer = document.createElement('div');
|
||
tableContainer.className = 'table-container bg-slate-800/30 rounded-lg p-1';
|
||
|
||
// 创建表格
|
||
const table = document.createElement('table');
|
||
table.className = 'stock-table w-full text-sm';
|
||
|
||
// 获取所有字段（除了stock）
|
||
const allFields = ['stock']; // 先添加股票名称
|
||
const otherFields = new Set();
|
||
stocks.forEach(stock => {
|
||
Object.keys(stock).forEach(key => {
|
||
if (key !== 'stock') otherFields.add(key);
|
||
});
|
||
});
|
||
allFields.push(...Array.from(otherFields));
|
||
|
||
// 创建表头
|
||
const thead = document.createElement('thead');
|
||
const headerRow = document.createElement('tr');
|
||
headerRow.className = 'border-b border-slate-600';
|
||
|
||
allFields.forEach((field, index) => {
|
||
const th = document.createElement('th');
|
||
th.className = `text-left py-3 px-4 font-semibold ${index === 0 ? 'text-yellow-400' : 'text-purple-400'}`;
|
||
th.textContent = fieldMappings[field] || field;
|
||
headerRow.appendChild(th);
|
||
});
|
||
|
||
thead.appendChild(headerRow);
|
||
table.appendChild(thead);
|
||
|
||
// 创建表体
|
||
const tbody = document.createElement('tbody');
|
||
|
||
stocks.forEach((stock, stockIndex) => {
|
||
const row = document.createElement('tr');
|
||
row.className = `border-b border-slate-700 hover:bg-slate-700/30 transition-colors duration-200 ${stockIndex === stocks.length - 1 ? 'border-b-0' : ''}`;
|
||
|
||
allFields.forEach((field, fieldIndex) => {
|
||
const cell = document.createElement('td');
|
||
cell.className = `py-3 px-4 ${fieldIndex === 0 ? 'font-semibold text-yellow-400' : 'text-slate-300'}`;
|
||
const value = stock[field] || '-';
|
||
cell.textContent = value;
|
||
|
||
// 为投资逻辑字段添加特殊样式
|
||
if (field === 'reason' && value !== '-') {
|
||
cell.className += ' text-sm leading-relaxed';
|
||
}
|
||
|
||
row.appendChild(cell);
|
||
});
|
||
|
||
tbody.appendChild(row);
|
||
});
|
||
|
||
table.appendChild(tbody);
|
||
tableContainer.appendChild(table);
|
||
categoryDiv.appendChild(tableContainer);
|
||
container.appendChild(categoryDiv);
|
||
});
|
||
|
||
// 添加加载成功提示
|
||
console.log('股票数据渲染成功');
|
||
|
||
} catch (error) {
|
||
console.error('渲染股票数据时出错:', error);
|
||
container.innerHTML = '<div class="text-red-400 p-4">股票数据加载失败，请刷新页面重试。</div>';
|
||
}
|
||
}
|
||
|
||
// 页面加载完成后渲染股票数据
|
||
if (document.readyState === 'loading') {
|
||
document.addEventListener('DOMContentLoaded', renderStockData);
|
||
} else {
|
||
renderStockData();
|
||
}
|
||
|
||
// 备用方案：延迟渲染
|
||
setTimeout(renderStockData, 100);
|
||
</script>
|
||
</body>
|
||
</html> |